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Use this form to make withdrawals for your 2012 Required Minimum Distributions. All States except New York.
NY - 403(b) Information Sharing Agreement
Authorization to disclose information for proposed annuity-to-annuity replacement
NY - Additional Payment Receipt
Required form for NY annuity replacement sales
NY - CD Transfer
Determine if an annuity sale is a replacement sale
Form required when replacing another annuity
Select your asset allocation model - required for annuities with living benefit riders
Select annuity investment options - required for Dollar Cost Averaging (DCA) and rebalancing on new accounts.
Convert a non-RiverSource IRA to a RiverSource Roth IRA annuity
Transfer a Mutual Fund account balance into an existing or new annuity contract
Form required when using an annuity to fund a tax deferred retirement plan
Transfer annuity proceeds from another institution to RiverSource.
Transfer annuity proceeds from another institution to a RiverSource TSA/TSCA.
Withdraw funds from a TSA (Tax Sheltered Annuity) annuity contract
Report a death and choose a settlement option for an annuity
Request a distribution that is required for an owner of an IRA contract after age 70 1/2.
Transfer annuity proceeds from RiverSource to another institution.
Select a method for calculating regular annual withdrawals prior to the owner
Set up regular withdrawal payments on an annuity
NY - Authorization to Disclose
Request an annuity withdrawal
Change the address or beneficiary on a contract
Report a lost or destroyed annuity contract
Change the agent of record on a contract
Required form for non-spousal ownership arrangements
Use this form to make withdrawals for your 2012 Required Minimum Distributions. New York only.
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